Kelly Financial Services’s Invesco Dividend Achievers ETF PFM Stock Holding History

Kelly Financial Services’s Portfolio PFM Stock Details PFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-305	Closed	-$13K	–	819
2024 Q1	$13K	Sell	305 -363	-54%	-$14.9K	0.01%	387
2023 Q4	$26.7K	Buy	668 +3	+0.5%	+$113	0.01%	268
2023 Q3	$24.3K	Buy	665 +3	+0.5%	+$114	0.01%	261
2023 Q2	$25.3K	Sell	662 -172	-21%	-$6.37K	0.01%	266
2023 Q1	$30.5K	Buy	+834	New	+$30.5K	0.02%	231

Other funds holding PFM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

Kelly Financial Services's PFM Position: Q2 2024 in Review

Kelly Financial Services sold out of Invesco Dividend Achievers ETF (PFM) in Q2 2024, closing a stake of 305 shares — an estimated $13K sold.

Kelly Financial Services first reported a position in PFM in Q1 2023 and held it in 5 quarters. The position peaked at $30.5K in Q1 2023. 119 funds tracked by Wall St. Rank hold PFM as of Q2 2024.

Kelly Financial Services reported no remaining Invesco Dividend Achievers ETF position as of Q2 2024 after selling out during the quarter.
Kelly Financial Services sold 305 Invesco Dividend Achievers ETF shares in Q2 2024, an estimated $13K.
Kelly Financial Services first reported a position in Invesco Dividend Achievers ETF in Q1 2023 and held it in 5 quarters.
Kelly Financial Services's Invesco Dividend Achievers ETF position peaked at $30.5K in Q1 2023.
119 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2024.

Based on Kelly Financial Services's 13F filing for Q2 2024, filed 12 Aug 2024.